Multi-Level Approval

Multi-Level Approval in Zoho ERP lets organisations route business transactions through a predefined sequence of approvers in a structured way. When a transaction is submitted for approval, it is first sent to the first-level approver. Once approved, it automatically moves to the next-level approver, and this continues until the final approver reviews and approves the transaction.

Set Up Multi-Level Approval

To set up multi-level approval:

• Go to Settings in the top right corner of the page.
• Click the module for which you want to set multi-level approval.
• Go to the Approvals tab and select Multi-level Approval.
• Choose the approval hierarchy for the records of the module.
• Select the Level 1 approver from the Approver Name dropdown.
• If you want to add more approvers, click Add New Level and select the approver for that level. You can add up to 10 approval levels.
• Drag and reorder approvers based on your organisation’s hierarchy. The Level 10 approver will be the final approver for the records in the module.
• You can remove an approval level by clicking the - icon next to it.
• Click Save.

Approval Preferences

You can configure approval preference to grant users the ability to self-approve by checking the option Allow approvers to approve the transactions they create.

Notification Preferences

You can configure notification preference for:

• Approvers by checking the option Send email and in-app notifications when transactions are submitted for approval.
• Submitters by checking the option Notify the submitter when a transaction is approved or rejected.
• Click Save.

The notification preference will be updated.